G
$23.3M Total AUM
$23.1M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha vectorCapital zenith +more
- Established Date
- 10-07-2021
- Office Locations
- 1
Office Locations
-- Fort Wayne IN
About Gilbert Wealth
Gilbert Wealth is a Fort Wayne, IN-based independent advisory practice providing financial planning and wealth management for individuals and families. The firm helps clients organize finances, plan for retirement and major life goals, and align portfolios with legacy and charitable intentions, using a risk-managed asset-allocation approach. Clients work directly with a single advisor for continuity.
Team overview
34 AVG AGE
$23.3M AVG AUM / ADVISOR
$506.8K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Oak
Custodian
Eagle Peak Quantum unison
Investment Themes
Crest Zenith vector North atlas
Investment Vehicles
Unison vector
Platform
Delta
Services
Vital oak Vital timber Harbor legacy Zenith signal Peak Frontier matrix Wave
Technology
Optima ridge Vector horizon Capital Summit
Owner & Executives
STEVEN CHARLES GILBERT
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #6320340
- Ownership
- 75% or more
(692) 455-3926
glacier.bridge@frontiercapital.com
in linkedin.com/in/north-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,138,426 | -- |
| Non-Discretionary | $172,877 | -- |
| Total | $23,311,303 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,311,303
Public Funds:
15.3% Cash:
6.0% Equity - Exchange:
6.4% Corporate - Investment Grade:
17.1% Municipal Bonds:
23.7% U.S. Government/Agency:
31.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,113,333,274 | 15.3% |
| Cash | $436,601,284 | 6.0% |
| Equity - Exchange | $465,708,036 | 6.4% |
| Corporate - Investment Grade | $1,244,313,659 | 17.1% |
| Municipal Bonds | $1,724,575,071 | 23.7% |
| U.S. Government/Agency | $2,292,156,739 | 31.5% |
| Total | $7,276,688,063 | 100.0% |